Thin inventories lengthen trucking demand runway

Low retail inventories suggest elevated trucking demand continues

Elevated demand and tight capacity have highlighted the trucking market for a few months now. Recent data points and commentary suggest this dynamic may not abate anytime soon as most supply chains still lack adequate inventory and the trucks needed to move it.

Several of the nation’s largest retailers noted that while they have been able to modestly improve inventory positions, stock for many essential items remains below pre-pandemic levels. High demand for food and beverage items, retail...

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